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Mark Sheptoff Financial Planning’s Citizens Financial Group CFG Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$610K Hold
8,700
– – 0.32% 54
2026
Q1 		$560K Hold
8,700
– – 0.3% 57
2025
Q4 		$508K Buy
+8,700
New +$467K 0.24% 62
2023
Q3 		– Sell
-6,500
Closed -$170K – 386
2023
Q2 		$170K Buy
+6,500
New +$179K 0.1% 101

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Mark Sheptoff Financial Planning's CFG Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Citizens Financial Group (CFG) position steady in Q2 2026 at 8,700 shares worth $610K. The position accounts for 0.32% of the portfolio, ranked #54.

Mark Sheptoff Financial Planning first reported a position in CFG in Q2 2023 and has held it in 4 quarters since. 1,093 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Mark Sheptoff Financial Planning held 8,700 shares of Citizens Financial Group worth $610K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up 0.32% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #54 holding.
  • Mark Sheptoff Financial Planning first reported a position in Citizens Financial Group in Q2 2023 and has held it in 4 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.